Automated Lead Capture and Client Data Sync:

When a new client fills out a Jotform, their information is automatically captured and integrated into AgencyBloc. This creates a new client profile with all submitted details, streamlining the onboarding process and ensuring accurate data entry. Helps reduce manual data entry errors and enhances client management efficiency.

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Policy Application and Status Tracking:

Upon submission of an application form via Jotform, AgencyBloc automatically updates the client's policy status and notifies the appropriate agent. This integration ensures timely processing and updates on policy applications, improving transparency and client satisfaction by keeping both clients and agents informed of current statuses.

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Renewal and Appointment Reminders:

When a renewal form is submitted or an appointment is scheduled through Jotform, AgencyBloc triggers reminders for upcoming renewals or appointments. These reminders are sent to both clients and agents, ensuring important dates are not missed. Enhances client retention and satisfaction by facilitating timely renewals and ensuring appointments are kept.